Product Update: Trigger Workflows off of Estimates

Product Update: Trigger Workflows off of Estimates

Sean here with Attractzen excited to announce a special feature for estimates. Now estimates can be automated within workflows. So let's say you've got an estimate template here. When you go into a trigger, you can now type in estimate, you're gonna see estimates from the trigger and you can add a filter. So we can say estimate status is, and we can say, let's say declined or accepted.

and we can trigger off of that. So we can create workflows based off of estimate status and that kind of thing. And in a separate video announcement here, I'll show about what we can do to automate the actual sending of invoices within workflows, which is gonna be even more powerful for those of you who do invoices or estimates and you wanna automate that process. So go and make good use of it.